PO (Approval Hierarchy)
+=+=+=+=+=+=+=+=+=+=+
Step1 :- Create Employees & Users
step2 :- Create Job & Possition and Assingment
USER EMP_NAME JOB POSSITION APPROVAL_GROUP APPROVAL_ASSINGMENT
azzez123 azeez 007.purchasing 007.Clerk 10000 Standarad PO
raghu123 Raghu 007.purchasing 007.JrMgr 30000 Standarad PO
balu123 Balu 007.purchasing 007.SrMgr 50000 Standarad PO
Create Approval Hierarchy:-
----------------------------
REL PO AH
007.SrMgr
007.JrMgr
007.Clerk
Azeez is having Authority to approve up to 10000 if at all the PO is
between 10000 and 30000 then PO has to go to Raghu Automatically.
Similarly 30000 to 50000 PO has go to Balu automatically.
Step3:- Run the Program 'Fill employee Hierarchy'
------------------------------------------------- Over of Process is
Ends Here ------------------------------------------------------------
Step1:- Create employee
Switch Responsibility to HRMS
Navigation àWork
Structure àJob
àDescription à New
Job:- 007.Purchasing
Setp2:- Create Position and assign Job
Navigation àWork
Structure à Position
àDescription à New
Date Effective Name =
Position Number =007
Position Name = Clerk
Organization = REL BG [Business Group]
Job =007.Purchasing
Status = Active
Click on hiring Information FTE=1
Step 3:- Create employee assign Job &position
Job & position
Navigation àPeople
àEnter and maintenanceà New
Last Name = Azeez
Gender = Male
Action = Create Employee
Person type of action = employee
National Identifier =123-0002-09
DOB = 10-JUN-1988
(SAVE)
Click on Assignments àPosition=007.CLERK
àCorrection àYes [Job will be
populate automatically and save]
Step 4- Create Approval Groups
Navigation àSetup
à Approvals àApproval Groups
Name = CLERK_AG
Document Total =10,000
Actual Range =10,000 Low
00.000.0000
High99.999.9999
Step 5:-
Create Approval Assignments
Navigation àSetup
àApproval àApproval Assignments
Position = 007.CLEARK
Document Type Approval
Group
AP Prove Standard purchase Orders CLERK_AG 19-Nov-2013 Save.
Make the Employee has buyer
Navigation àSetup
à Personal àBuyers
Add Buyer :-
Azeez (Save)
Step 6:-
Create the user
Switch Responsibility to System
Administrator
Navigation à
Security àUser
à Define
User Name = Azeez123
Password = Welcome1323/Re-enter
Person=Azeez
Responsibility = REL Purchasing CSU.
Repeat above steps for two move employees.
Step 7
Create the Approval hierarchy
Switch Responsibility to HRMS
Navigation àWork
Structures àPosition
àHierarchy
Name = REL PO AH (Save)
Date =19-Nov-2013 (Save)
Query position Name with
007. SRMANAGER
Sub Ordinates
Name Name
007.JRMGR Raghu
à Click Down
Against the Raghu
Name Name Number
007.Clerk Azeez 2
(Save) and Close
Step 8 :-
Assign position hierarchy to standard purchase order
Switch Responsibility to
“REL Purchasing CSU”
Navigation à
setup à
purchasing àDocument
type
Click on update “Standard Purchase order”
Default hierarchy = REL PO AH
ü
Owner can Approve
[How create PO can approve]
Step9:-
Run the program “Fill Employee Hierarchy”
Navigation àview
àrequest àSubmit a request àok.
Name = Fill Employee Hierarcy
OU = REL OU
Submit ànoà fin.
Login with “azeez123”
Create standard purchase order.
Navigation àpurchase
order àpurchase
order
Supplier = select supplier
Site = select site
Currency = INR
Lines
Inter = Sony laptop – a029
Qrty=3 price 1000 àshipments
Num=1,org=RCI,ship_to=REL-India CI , UOM=Each, qutity =3, àdistributions.
Qty=3, po charge account =01.000.2225
Close àdistribution
& shipments
Azeez can approve on its won because upto 10000 he can be approve.
Crete on more purchase order more than 10,000 less than 30,000
è
Po=1010
àapproveàokàit won’t be approve as
limit crosses ten thousands we need to forward this one to superior.
ü
Forward
Below filed with be populated
Automatically.
Forward from = azeez
Path = REL PO AH
Login with “raghu123”
Query with PO=1010 and approve.
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